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href=\"https:\u002F\u002Fguides.interactivebrokers.com\u002Fap\u002Fadvisorportal.htm#addcontact.htm\">Advisor Portal Users’ Guide\u003C\u002Fa>.\u003C\u002Fli>\u003C\u002Ful>",[1208,1214,1216],{"id":12,"title":13,"feedback_context":1209},{"request_context":1210,"type":1211,"id":12,"faq_id":12,"timestamp":1212,"cir_id":1213},"faq-browser-public,faq-browser-1:JFaqHTTP5-ee7cbbfb-f939-4752-872c-a3fa9f411e13","FAQ_NAVIGATION",1794527136520,"e11f8ce8-fb25-4125-bb97-4a39e922a5da",{"id":172,"title":173,"feedback_context":1215},{"request_context":1210,"type":1211,"id":172,"faq_id":172,"timestamp":1212,"cir_id":1213},{"id":176,"title":177,"feedback_context":1217},{"request_context":1210,"type":1211,"id":176,"faq_id":176,"timestamp":1212,"cir_id":1213},"\u003Cp>Contacts can be added manually, or in bulk via Excel spreadsheet or VCard File.\u003C\u002Fp>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>…\u003C\u002Fp>",[1220,1233,1241,1249],{"id":1221,"title":1222,"feedback_context":1223,"short_description":1226,"source":1227,"slug":1232},"102536436","Can I set up an ACH withdrawal for my client?",{"request_context":1210,"type":1224,"id":1221,"faq_id":1221,"timestamp":1225,"cir_id":1213},"FAQ_SIMILAR",1794527136537,"\u003Cp>The advisor client must first connect their bank account. Once connected, the advisor can use the instructions on file to request a withdrawal on the client’s behalf.\u003C\u002Fp>\u003Cp>More on \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsoftware\u002Fadvisorportal\u002FDefault.htm#achcanada.htm%3FTocPath%3DTransfer%2520%2526%2520Pay%7CTransfer%2520Funds%7C_____5\">information on ACH transfers\u003C\u002Fa>…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1230,"sourceType":1231},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=102536436","FAQ","set-up-ach-withdrawal-client-102536436",{"id":1234,"title":1235,"feedback_context":1236,"short_description":1237,"source":1238,"slug":1240},"101385422","How do I add prospective clients and contacts into the advisor portal?",{"request_context":1210,"type":1224,"id":1234,"faq_id":1234,"timestamp":1225,"cir_id":1213},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">ADVISOR PORTAL LOGIN\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Upon logging into the Advisor Portal, entries can be made individually or by importing an Excel spreadsheet from the Contacts tab of the dashboard…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1239,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=101385422","add-prospective-clients-contacts-into-101385422",{"id":1242,"title":1243,"feedback_context":1244,"short_description":1245,"source":1246,"slug":1248},"102536099","Are prospects of an advisor account shared amongst different users?",{"request_context":1210,"type":1224,"id":1242,"faq_id":1242,"timestamp":1225,"cir_id":1213},"\u003Cp>Yes, prospects of an advisor account are shared amongst different users.\u003C\u002Fp>\u003Cp>More \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsoftware\u002Fadvisorportal\u002FDefault.htm#addcontact.htm%3FTocPath%3DContacts%7C_____1\">information on how to add and import contacts\u003C\u002Fa> can be found in our Users' Guide…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1247,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=102536099","prospects-advisor-account-shared-amongst-102536099",{"id":1250,"title":1251,"feedback_context":1252,"short_description":1253,"source":1254,"slug":1256},"214535333","Can I export my clients' information to Excel?",{"request_context":1210,"type":1224,"id":1250,"faq_id":1250,"timestamp":1225,"cir_id":1213},"\u003Cp>Yes, you can export your clients' information to Excel. From the \u003Cstrong>Contacts\u003C\u002Fstrong> tab, click the \u003Cstrong>Download\u003C\u002Fstrong> icon and select “\u003Cstrong>Contact Summary to CSV\u003C\u002Fstrong>”.\u003C\u002Fp>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1255,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=214535333","export-clients-information-excel-214535333",{"request_context":1210,"type":1258,"id":1204,"faq_id":1204,"timestamp":1212,"cir_id":1213},"FAQ_CONTENT","add-contacts-214535097"]